FHA

First Horizon Advisors Portfolio holdings

AUM $3.85B
1-Year Est. Return 17%
This Quarter Est. Return
1 Year Est. Return
+17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,673
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$9.31M
3
+$7.24M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$7.01M
5
MSFT icon
Microsoft
MSFT
+$6.21M

Top Sells

1
+$16.3M
2
+$6.18M
3
+$3.52M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.44M
5
SWK icon
Stanley Black & Decker
SWK
+$3.39M

Sector Composition

1 Technology 9.83%
2 Financials 7.99%
3 Healthcare 7.39%
4 Industrials 5.63%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$30K ﹤0.01%
817
752
$30K ﹤0.01%
575
+118
753
$29K ﹤0.01%
119
-6
754
$29K ﹤0.01%
765
-602
755
$29K ﹤0.01%
441
756
$29K ﹤0.01%
876
757
$29K ﹤0.01%
+319
758
$29K ﹤0.01%
3,108
759
$29K ﹤0.01%
708
760
$29K ﹤0.01%
269
+47
761
$29K ﹤0.01%
+33
762
$29K ﹤0.01%
1,215
763
$29K ﹤0.01%
797
+173
764
$28K ﹤0.01%
275
-46
765
$28K ﹤0.01%
89
766
$28K ﹤0.01%
880
767
$28K ﹤0.01%
546
+200
768
$28K ﹤0.01%
+420
769
$28K ﹤0.01%
1,297
770
$28K ﹤0.01%
861
771
$28K ﹤0.01%
285
+13
772
$28K ﹤0.01%
1,592
-578
773
$28K ﹤0.01%
790
774
$28K ﹤0.01%
1,444
+169
775
$28K ﹤0.01%
682
-113
29 30
31
32 33